PCG Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Hold |
1,151
| – | – | 0.14% | 75 |
|
|
2025
Q1 | $272K | Hold |
1,151
| – | – | 0.09% | 111 |
|
|
2024
Q4 | $262K | Hold |
1,151
| – | – | 0.1% | 111 |
|
|
2024
Q3 | $284K | Hold |
1,151
| – | – | 0.11% | 102 |
|
|
2024
Q2 | $260K | Hold |
1,151
| – | – | 0.11% | 101 |
|
|
2024
Q1 | $283K | Hold |
1,151
| – | – | 0.13% | 91 |
|
|
2023
Q4 | $283K | Hold |
1,151
| – | – | 0.16% | 84 |
|
|
2023
Q3 | $234K | Hold |
1,151
| – | – | 0.15% | 90 |
|
|
2023
Q2 | $236K | Hold |
1,151
| – | – | 0.15% | 93 |
|
|
2023
Q1 | $232K | Hold |
1,151
| – | – | 0.15% | 95 |
|
|
2022
Q4 | $238K | Sell |
1,151
-1,243
| -52% | -$257K | 0.15% | 91 |
|
|
2022
Q3 | $466K | Buy |
2,394
+1,197
| +100% | +$233K | 0.17% | 78 |
|
|
2022
Q2 | $255K | Hold |
1,197
| – | – | 0.18% | 73 |
|
|
2022
Q1 | $327K | Buy |
1,197
+253
| +27% | +$69.1K | 0.21% | 63 |
|
|
2021
Q4 | $238K | Buy |
+944
| New | +$238K | 0.17% | 68 |
|